Platinum Conservative

We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
30 Days Return
30 Days Return:

0.76%

90 Days Return
90 Days Return:

6.06%

365 Day Return
365 Day Return:

21.76%

Annualised Returns
Annualised Returns:

10.77%

Strategy Specifications

Strategy Inception Date Jan. 1, 2016
Min Investment ₹25 Lakhs
Strategy Type Diversified Portfolio
Asset Classes Equity Debt
Universes Large Caps Money Market Multi Caps Small Caps Sovereign debt
Investment Styles Multi-Asset Momentum Multi-Strategy Factor Investing Rotation
Instruments ETFs
Rebalancing Frequency Monthly
Volatility Moderately Low

Strategy Description

With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.

Asset Allocation

Strategy Selection

Category Weight
Debt Allocation 80.00%
MNC Momentum 12.00%
Cruise Momentum 8.00%
Platinum Conservative FBC Generic Blended Conservative Benchmark
30-day returns 0.76% 1.09%
90-day returns 6.06% 3.48%
YTD returns 13.57% 7.09%
1-year returns 21.76% 12.64%
Returns since inception 140.12% 96.09%
Annualised returns 10.77% 8.18%
Best year returns 16.89% -
Worst year returns -3.92% -
Sharpe ratio 1.0 0.35
Max drawdown percent -4.68% -7.19%

Discalaimers

Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.